Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Setup

Assign preparers, representatives, reviewers, and staff to a tax return

You can assign staff members to tax returns as preparers, reviewers, representatives, and staff.

Before you begin

Make sure you're assigned to a permission group that has the Staff enabled.

Assign tax roles

  1. Select
    Setup
    , then
    Staff
     in Onvio Center.
  2. Select
    Edit
     next to a staff member in the list.
  3. Open the
    Roles
     tab.
  4. Mark the checkbox next to any of these fields to assign that tax role:
    1. Preparer
      1. Lets staff prepare and file tax returns.
      2. Enter preparer information like
        EFIN
        ,
        PTIN
        , and State filing information in the Tax Preparer Information tab.
    2. Reviewer
      1. Lets staff review tax returns.
    3. Representative
      1. Lets staff be representatives in tax returns for Forms 2848 and 8821.
      2. Enter representative information like
        CAF number
        ,
        Designation
        , and
        Address
         in the
        Representative Information
         tab.
  5. Select
    Save
     when you're finished.

Tax return assignments

  1. Open
    Projects
    .
  2. Select
    Edit
     next to a project in the list.
  3. Select the return's
    Preparer
    ,
    Staff
    , and
    Reviewer
     in the Assignments section.
  4. Select
    Save & Open
     to open the return, or
    Save & Close
     to return to the
    Projects
     list.
Representatives
Representative information is used only when the return requires Form 2848 or 8821. This is in the
Separate Filings
 input folder on the
POA
 screen.

This article applies to:

  • PRODUCT: Onvio
  • Subject: Setup
  • Audiences: Staff